VTIP vs SCHX

Comparison between VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ETF SHARES (VTIP, ETF) and SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF).

5-Year PerformanceSCHX has outperformed VTIP, delivering a return of +12.8% compared to +3.4%

VTIP vs SCHX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTIP(ETF)	SCHX(ETF)
Net Assets	$66B	$61B
Expense Ratio	0.03%	0.03%
Max Drawdown	11.70%	34.33%
Sharpe Ratio	0.44	2.00
5Y Beta	-0.01	0.98
P/E Ratio	N/A	28.34
Forward P/E	N/A	21.46
5Y Dividends CAGR	21.95%	4.30%
5Y EPS CAGR	N/A	24.92%
Debt to Equity	N/A	21.54%
P/S Ratio	N/A	3.42
P/B Ratio	N/A	5.12

Net Assets

Winner

VTIP

$66B

SCHX

$61B

Expense Ratio

VTIP

0.03%

SCHX

0.03%

Max Drawdown

Winner

VTIP

11.70%

SCHX

34.33%

Sharpe Ratio

VTIP

0.44

Winner

SCHX

2.00

5Y Beta

Winner

VTIP

-0.01

SCHX

0.98

P/E Ratio

VTIP

N/A

SCHX

28.34

Forward P/E

VTIP

N/A

SCHX

21.46

5Y Dividends CAGR

Winner

VTIP

21.95%

SCHX

4.30%

5Y EPS CAGR

VTIP

N/A

SCHX

24.92%

Debt to Equity

VTIP

N/A

SCHX

21.54%

P/S Ratio

VTIP

N/A

SCHX

3.42

P/B Ratio

VTIP

N/A

SCHX

5.12

VTIP vs SCHX - Historical Returns

Returns include dividend reinvestment.

Period	VTIP	SCHX
1 month	+0.80%	+8.82%
3 months	+1.39%	+6.22%
6 months	+2.17%	+9.95%
1 year	+4.53%	+31.32%
5 years(CAGR)	+3.40%	+12.79%
10 years(CAGR)	+3.15%	+15.41%
Max(CAGR)	+2.27%	+14.56%

VTIP

+0.80%

Winner

SCHX

+8.82%

VTIP

+1.39%

Winner

SCHX

+6.22%

VTIP

+2.17%

Winner

SCHX

+9.95%

VTIP

+4.53%

Winner

SCHX

+31.32%

5Y(CAGR)

VTIP

+3.40%

Winner

SCHX

+12.79%

10Y(CAGR)

VTIP

+3.15%

Winner

SCHX

+15.41%

Max(CAGR)

VTIP

+2.27%

Winner

SCHX

+14.56%

VTIP vs SCHX - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VTIP	SCHX
2026	+1.97%	+7.83%
2025	+6.00%	+17.61%
2024	+4.85%	+25.70%
2023	+4.64%	+27.45%
2022	-2.90%	-19.90%
2021	+5.34%	+28.43%
2020	+4.88%	+19.74%
2019	+4.88%	+31.32%
2018	+0.64%	-5.33%
2017	+0.82%	+21.01%
2016	+2.64%	+13.57%
2015	+0.04%	+1.10%
2014	-1.47%	+14.34%
2013	-1.47%	+29.19%
2012	+0.57%	+14.48%
2011	N/A	+0.47%
2010	N/A	+14.17%
2009	N/A	+7.34%

VTIP vs SCHX Drawdown Comparison

The maximum drawdown for VTIP was -6.27%, occurring on Mar 18, 2020. Recovery took 65 trading sessions.

The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current VTIP drawdown is -0.06%.

Rank	VTIP	SCHX
#1	-6.27% Mar 5, 2020 - Jun 8, 2020	-34.33% Feb 19, 2020 - Aug 6, 2020
#2	-5.51% Mar 11, 2022 - Dec 14, 2023	-25.40% Dec 27, 2021 - Dec 13, 2023
#3	-3.68% Mar 15, 2013 - Apr 3, 2017	-19.48% Sep 20, 2018 - Apr 12, 2019
#4	-2.02% Nov 17, 2021 - Mar 1, 2022	-19.27% Apr 29, 2011 - Feb 3, 2012
#5	-0.98% Apr 3, 2025 - Apr 28, 2025	-19.04% Feb 19, 2025 - Jun 26, 2025
#6	-0.96% Apr 30, 2025 - Jun 26, 2025	-15.60% Apr 23, 2010 - Nov 4, 2010
#7	-0.91% Apr 13, 2017 - Sep 7, 2017	-13.95% Jul 20, 2015 - Jun 2, 2016
#8	-0.89% Aug 24, 2018 - Jan 30, 2019	-9.91% Jan 26, 2018 - Jul 25, 2018
#9	-0.79% Sep 8, 2017 - Apr 11, 2018	-9.80% Apr 2, 2012 - Aug 16, 2012
#10	-0.75% Oct 2, 2024 - Jan 15, 2025	-9.26% Sep 2, 2020 - Nov 11, 2020
#11	-0.70% Mar 17, 2026 - Apr 13, 2026	-9.03% Jan 12, 2026 - Apr 15, 2026
#12	-0.69% Jan 31, 2024 - Mar 1, 2024	-8.55% Jul 16, 2024 - Sep 19, 2024
#13	-0.65% Jul 30, 2021 - Aug 27, 2021	-7.79% Jan 19, 2010 - Mar 10, 2010
#14	-0.63% May 17, 2021 - Jul 2, 2021	-7.43% Sep 18, 2014 - Oct 31, 2014
#15	-0.60% Feb 12, 2021 - Mar 2, 2021	-7.34% Sep 14, 2012 - Jan 2, 2013

Correlation

Correlation between VTIP and SCHX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2009 - 2026)

VTIP vs SCHX dividend yield comparison.

Year	VTIP	SCHX
2026	0.05%	0.25%
2025	3.81%	1.09%
2024	2.70%	1.22%
2023	2.86%	1.39%
2022	6.84%	1.64%
2021	4.68%	1.22%
2020	1.20%	1.64%
2019	1.95%	1.82%
2018	2.45%	2.02%
2017	1.52%	1.70%
2016	0.76%	1.93%
2015	0.00%	2.04%
2014	0.82%	1.76%
2013	0.05%	1.65%
2012	0.10%	2.18%
2011	0.00%	1.89%
2010	0.00%	1.54%
2009	0.00%	0.19%